Description:
This report displays a list of schedules and their proposed start/end times, as well as actual start/end times and overage, sorted by client.
Use:
This report can be used by the agency to view schedules and overage sorted by client or staff member, to review scheduled vs actual minutes.
Filters
Use the following fields to limit the report output to:
Field | Description |
---|---|
Team | The selected team. |
Client | Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters. |
Service | The selected service. |
Staff | The selected staff member. |
Date From | The first date of a selected range of dates. |
Date To | The last date of a selected range of dates. |
Report Output
Each column of the report displays:
Columns | Description |
---|---|
Client Name | The client’s name (last, first). |
Admission ID | The client’s admission ID. |
Service Date | The date the service was performed. |
Service | The code for the service performed. |
Staff Name | The staff member’s name (last, first). |
Scheduled Times Start/End | The scheduled start and end times of the visit. |
Actual Times Start/End | The actual start and end times of the visit. |
Scheduled Minutes | The number of minutes scheduled for the visit. |
Scheduled Units | The number of units scheduled for the visit. |
Serviced Minutes | The number of minutes in which a service was performed. |
Serviced Units | The number of units for which a service was performed. |
Overage Minutes | The number of overage minutes for the schedule. |
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